Balance Sheet Solutions, LLC
Description
Address: 4 Tower Pl Suite 501, Albany, NY 12203 Hours: Closed ⋅ Opens 8:30AM Mon SundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (518) 292-3800: : : Category: : Place name: : : Website: Website: http://www.balancesheetsolutions.org/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Balance Sheet Solutions, LLC Posting publicly on the Web Write a review Reviews Be the first to review
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Balance Sheet Solutions, LLC Employees
Employee
Years
Job
Industry
Mary Westberg Mary Westberg's Balance Sheet Solutions, LLC Experience January 2011 - March 2013
Job Compliance Specialist at Woodbury Financial / AIG
Industry Financial Services
Experience
Woodbury Financial / AIG May 2014 - Present
Balance Sheet Solutions, LLC January 2011 - March 2013
Balance Sheet Solutions, LLC January 2004 - January 2011
Minnesota Corporate Federal Credit Union June 1993 - December 2003
Skills
FINRA Compliance, Project Management, Leadership, Sales Management, Strategic Planning, Mentoring, Credit Unions, Customer Service, Financial Services, Training, Budgets, Credit, Team Leadership, Loans, Series 7, Investments, FINRA
Education
University of Wisconsin - Oshkosh
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Minnesota-Twin Cities
Bachelor of Science (B.S.), Business Administration and Psychology
Woodbury Financial / AIG May 2014 - Present
Balance Sheet Solutions, LLC January 2011 - March 2013
Balance Sheet Solutions, LLC January 2004 - January 2011
Minnesota Corporate Federal Credit Union June 1993 - December 2003
Skills
FINRA Compliance, Project Management, Leadership, Sales Management, Strategic Planning, Mentoring, Credit Unions, Customer Service, Financial Services, Training, Budgets, Credit, Team Leadership, Loans, Series 7, Investments, FINRA
Education
University of Wisconsin - Oshkosh
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Minnesota-Twin Cities
Bachelor of Science (B.S.), Business Administration and Psychology
L. David Wilson, MBA L. David Wilson, MBA's Balance Sheet Solutions, LLC Experience May 2002 - April 2005
Job Consultant Corporate Finance at Humana
Industry Real Estate
Experience
Humana January 2013 - Present
Yazaki North America June 2011 - January 2013
White Clay Consulting 2009 - 2010
New Covenant Trust Company July 2005 - March 2009
Balance Sheet Solutions, LLC May 2002 - April 2005
Members United Corporate FCU June 1999 - May 2002
Skills
Financial Analysis, Forecasting, Analysis, Financial Reporting, Process Improvement, Business Strategy, Budgets, Microsoft Office, Microsoft Excel, Microsoft SQL Server..., SAP, Cost Analysis, Budgeting, PowerPoint, Investments, Customer Relations, Strategic Planning, Problem Solving, Word, Financial Modeling, Research, Data Analysis, Compliance, Risk Management, Portfolio Management, SQL, Process Engineering, Account Management, Market Analysis, Market Research, MBA, Presentations, MS Excel Pivot Tables, Tableau, Capital Budgeting, Oracle Projects, Mutual Funds, Bloomberg, Variance Analysis, Financial Statements, Strategic Financial..., Cash Management, Corporate Finance, Asset Allocation, Fixed Income, Oracle Fixed Assets, Fixed Asset Depreciation, Hyperion Financial..., Essbase, Finance
Education
Bellarmine University 2006 — 2008
MBA, Master of Business Administration
Transylvania University 1988 — 1993
Bachelors, Business Administration - Finance
Humana January 2013 - Present
Yazaki North America June 2011 - January 2013
White Clay Consulting 2009 - 2010
New Covenant Trust Company July 2005 - March 2009
Balance Sheet Solutions, LLC May 2002 - April 2005
Members United Corporate FCU June 1999 - May 2002
Skills
Financial Analysis, Forecasting, Analysis, Financial Reporting, Process Improvement, Business Strategy, Budgets, Microsoft Office, Microsoft Excel, Microsoft SQL Server..., SAP, Cost Analysis, Budgeting, PowerPoint, Investments, Customer Relations, Strategic Planning, Problem Solving, Word, Financial Modeling, Research, Data Analysis, Compliance, Risk Management, Portfolio Management, SQL, Process Engineering, Account Management, Market Analysis, Market Research, MBA, Presentations, MS Excel Pivot Tables, Tableau, Capital Budgeting, Oracle Projects, Mutual Funds, Bloomberg, Variance Analysis, Financial Statements, Strategic Financial..., Cash Management, Corporate Finance, Asset Allocation, Fixed Income, Oracle Fixed Assets, Fixed Asset Depreciation, Hyperion Financial..., Essbase, Finance
Education
Bellarmine University 2006 — 2008
MBA, Master of Business Administration
Transylvania University 1988 — 1993
Bachelors, Business Administration - Finance
Erica Jamro Erica Jamro's Balance Sheet Solutions, LLC Experience September 2010 - March 2013
Job Business Data Analyst/Developer
Industry Information Technology and Services
Experience
CAP COM Federal Credit Union December 2014 - Present
Teksouth Corporation January 2014 - December 2014
MAXIMUS April 2013 - January 2014
Balance Sheet Solutions, LLC September 2010 - March 2013
Agri Business Child Development September 2009 - September 2010
Skills
Microsoft Excel, Access, PowerPoint, VBA, Microsoft Office, Analysis, Finance, Financial Analysis, OBIEE, Microstrategy, Interest Rate Risk..., ALM, Asset Liability..., SQL, Business Analysis, Process Improvement
Education
University of Colorado at Colorado Springs
Master of Business Administration
State University of New York at Albany
Bachelor of Arts
CAP COM Federal Credit Union December 2014 - Present
Teksouth Corporation January 2014 - December 2014
MAXIMUS April 2013 - January 2014
Balance Sheet Solutions, LLC September 2010 - March 2013
Agri Business Child Development September 2009 - September 2010
Skills
Microsoft Excel, Access, PowerPoint, VBA, Microsoft Office, Analysis, Finance, Financial Analysis, OBIEE, Microstrategy, Interest Rate Risk..., ALM, Asset Liability..., SQL, Business Analysis, Process Improvement
Education
University of Colorado at Colorado Springs
Master of Business Administration
State University of New York at Albany
Bachelor of Arts
Amy Piche Amy Piche's Balance Sheet Solutions, LLC Experience February 2006 - Present
Job Account Executive at Balance Sheet Solutions, LLC
Industry Financial Services
Experience
Balance Sheet Solutions, LLC February 2006 - Present
Members United Corporate FCU 2004 - July 2006
Hudson River Bank and Trust Company September 2002 - February 2004
United States Air Force 1995 - 1999
Skills
Credit Unions, Banking, Investments, ALM, Financial Analysis, Risk Management, Portfolio Management, Credit, Cash Management, Financial Modeling, Fixed Income, Financial Services, Asset Management, Bloomberg, Accounting, Finance
Education
State University of New York at Albany 1999 — 2002
BS, Accounting
Western New England College 1996 — 1999
AS, Financial Management
Balance Sheet Solutions, LLC February 2006 - Present
Members United Corporate FCU 2004 - July 2006
Hudson River Bank and Trust Company September 2002 - February 2004
United States Air Force 1995 - 1999
Skills
Credit Unions, Banking, Investments, ALM, Financial Analysis, Risk Management, Portfolio Management, Credit, Cash Management, Financial Modeling, Fixed Income, Financial Services, Asset Management, Bloomberg, Accounting, Finance
Education
State University of New York at Albany 1999 — 2002
BS, Accounting
Western New England College 1996 — 1999
AS, Financial Management
Darren Fago, CFA Darren Fago, CFA's Balance Sheet Solutions, LLC Experience April 2015 - Present
Job Assistant Vice President Investment Advisory Services
Industry Investment Management
Experience
Balance Sheet Solutions, LLC April 2015 - Present
Balance Sheet Solutions, LLC January 2004 - April 2015
CUNA Mutual Group October 1998 - January 2004
Skills
Portfolio Management, Financial Modeling, Fixed Income, Investments, Banking, Bloomberg, Financial Analysis, Asset Allocation, Asset Management, Risk Management, Financial Markets
Education
Edgewood College 1996 — 2000
MBA, Finance
Illinois State University 1990 — 1994
B.S.
Balance Sheet Solutions, LLC April 2015 - Present
Balance Sheet Solutions, LLC January 2004 - April 2015
CUNA Mutual Group October 1998 - January 2004
Skills
Portfolio Management, Financial Modeling, Fixed Income, Investments, Banking, Bloomberg, Financial Analysis, Asset Allocation, Asset Management, Risk Management, Financial Markets
Education
Edgewood College 1996 — 2000
MBA, Finance
Illinois State University 1990 — 1994
B.S.
Ken Dryfhout, CFA's Balance Sheet Solutions, LLC Experience April 2011 - July 2012
Job Vice President, Finance at BCU
Industry Investment Management
Experience
BCU January 2015 - Present
BCU July 2012 - January 2015
Balance Sheet Solutions, LLC April 2011 - July 2012
Balance Sheet Solutions, LLC April 2010 - April 2011
Balance Sheet Solutions, LLC July 2008 - April 2010
Chicago Patrolmen's Federal Credit Union March 2008 - July 2008
Chicago Patrolmen's Federal Credit Union August 2006 - February 2008
Feldman Securities Group, LLC September 2004 - August 2006
Feldman Securities Group, LLC May 2003 - September 2004
Skills
ALM, Portfolio Management, Investments, Risk Management, Financial Analysis, Budgeting, Financial Modeling, Fixed Income Products, Fixed Income Research, Client Relationship..., Credit Risk, Market Risk, Series 7, Series 63, Series 65, Series 86, Series 87, Fixed Income, Finance, Capital Markets, Banking
Education
Trinity Christian College 1999 — 2003
Bachelor of Science, Business Administration
BCU January 2015 - Present
BCU July 2012 - January 2015
Balance Sheet Solutions, LLC April 2011 - July 2012
Balance Sheet Solutions, LLC April 2010 - April 2011
Balance Sheet Solutions, LLC July 2008 - April 2010
Chicago Patrolmen's Federal Credit Union March 2008 - July 2008
Chicago Patrolmen's Federal Credit Union August 2006 - February 2008
Feldman Securities Group, LLC September 2004 - August 2006
Feldman Securities Group, LLC May 2003 - September 2004
Skills
ALM, Portfolio Management, Investments, Risk Management, Financial Analysis, Budgeting, Financial Modeling, Fixed Income Products, Fixed Income Research, Client Relationship..., Credit Risk, Market Risk, Series 7, Series 63, Series 65, Series 86, Series 87, Fixed Income, Finance, Capital Markets, Banking
Education
Trinity Christian College 1999 — 2003
Bachelor of Science, Business Administration
Kevin Chiappetta, CFA Kevin Chiappetta, CFA's Balance Sheet Solutions, LLC Experience June 2011 - February 2014
Job Volunteer at CFA Institute
Industry Investment Management
Experience
FIMAC Solutions March 2015 - Present
CFA Institute June 2003 - Present
Balance Sheet Solutions, LLC June 2011 - February 2014
Balance Sheet Solutions, LLC 2004 - 2011
RW Baird 2002 - 2004
Wisconsin Corporate Central Credit Union 1996 - 2002
Skills
ALM, Series 7, Fixed Income, Portfolio Management, Investments, Credit Unions, Financial Institutions, Risk Management, Financial Modeling, Hedge Funds, Asset Management, Asset Allocation, Derivatives, Credit, Cash Management
Education
St. Norbert College 1981 — 1985
Bachelor of Business Administration (BBA), Accounting
FIMAC Solutions March 2015 - Present
CFA Institute June 2003 - Present
Balance Sheet Solutions, LLC June 2011 - February 2014
Balance Sheet Solutions, LLC 2004 - 2011
RW Baird 2002 - 2004
Wisconsin Corporate Central Credit Union 1996 - 2002
Skills
ALM, Series 7, Fixed Income, Portfolio Management, Investments, Credit Unions, Financial Institutions, Risk Management, Financial Modeling, Hedge Funds, Asset Management, Asset Allocation, Derivatives, Credit, Cash Management
Education
St. Norbert College 1981 — 1985
Bachelor of Business Administration (BBA), Accounting
Chuck Gulledge | MBA Chuck Gulledge | MBA's Balance Sheet Solutions, LLC Experience October 2011 - December 2012
Job Executive and Business Coaching | Strategic Momentum | Leadership
Industry Professional Training & Coaching
Experience
Chuck Gulledge Advisors June 2014 - Present
OnApproach January 2013 - June 2014
Balance Sheet Solutions, LLC October 2011 - December 2012
Members United Corporate FCU February 2005 - October 2011
Wachovia Securities, LLC January 1999 - November 2004
Arthur Andersen February 1990 - 1995
Sears Holdings Corporation January 1988 - November 1990
Skills
Executive Coaching, Business Performance..., Leadership Development, Strategic Planning, Team Facilitation, Coaching, Team Building, Banking, Business Development, Credit Unions, Financial Institutions, Sales, Executive Management, Strategy, Financial Analysis, Leadership, Business Analysis
Education
University of Minnesota - Carlson School of Management 1995 — 1997
MBA
Illinois College 1981 — 1985
BS, Accounting/Economics
Chuck Gulledge Advisors June 2014 - Present
OnApproach January 2013 - June 2014
Balance Sheet Solutions, LLC October 2011 - December 2012
Members United Corporate FCU February 2005 - October 2011
Wachovia Securities, LLC January 1999 - November 2004
Arthur Andersen February 1990 - 1995
Sears Holdings Corporation January 1988 - November 1990
Skills
Executive Coaching, Business Performance..., Leadership Development, Strategic Planning, Team Facilitation, Coaching, Team Building, Banking, Business Development, Credit Unions, Financial Institutions, Sales, Executive Management, Strategy, Financial Analysis, Leadership, Business Analysis
Education
University of Minnesota - Carlson School of Management 1995 — 1997
MBA
Illinois College 1981 — 1985
BS, Accounting/Economics
Marcus Ibrahim's Balance Sheet Solutions, LLC Experience March 2013 - November 2014
Job Sales Director at venture funded startup
Industry Investment Management
Experience
Imotobank LLC 2008 - Present
Venture Funded Startup at Lightbank December 2014 - March 2015
Balance Sheet Solutions, LLC March 2013 - November 2014
Balance Sheet Solutions, LLC October 2010 - March 2013
Bell Trading LLC February 2008 - April 2009
Experian QAS 2009 - 2009
Skills
Private Equity, Portfolio Management, Series 7, Fixed Income, Investments, Derivatives, Investment Strategies, Asset Managment, Asset Allocation, Bloomberg, Hedge Funds, Financial Modeling, Financial Analysis, Series 63, Risk Management, Asset Management, Options, Securities, Hedging, Equities, Financial Markets, Commodity, Alternative Investments, Trading Strategies, Bonds, Trading, Electronic Trading, Trading Systems, Public Speaking, Analysis, Management, Finance, Sales
Education
FINRA 2012 — 2012
Series 7, General Securities Representative Examination
NASAA 2012 — 2012
Series 65, Uniform Investment Advisor Law Examination
NASAA 2012 — 2012
Series 63, Uniform Securities Agent State Law Examination
Calvin College 2004 — 2008
Bachelor of Arts (B.A.), Business/Commerce, General
Lexington Christian Academy 2000 — 2004
Imotobank LLC 2008 - Present
Venture Funded Startup at Lightbank December 2014 - March 2015
Balance Sheet Solutions, LLC March 2013 - November 2014
Balance Sheet Solutions, LLC October 2010 - March 2013
Bell Trading LLC February 2008 - April 2009
Experian QAS 2009 - 2009
Skills
Private Equity, Portfolio Management, Series 7, Fixed Income, Investments, Derivatives, Investment Strategies, Asset Managment, Asset Allocation, Bloomberg, Hedge Funds, Financial Modeling, Financial Analysis, Series 63, Risk Management, Asset Management, Options, Securities, Hedging, Equities, Financial Markets, Commodity, Alternative Investments, Trading Strategies, Bonds, Trading, Electronic Trading, Trading Systems, Public Speaking, Analysis, Management, Finance, Sales
Education
FINRA 2012 — 2012
Series 7, General Securities Representative Examination
NASAA 2012 — 2012
Series 65, Uniform Investment Advisor Law Examination
NASAA 2012 — 2012
Series 63, Uniform Securities Agent State Law Examination
Calvin College 2004 — 2008
Bachelor of Arts (B.A.), Business/Commerce, General
Lexington Christian Academy 2000 — 2004
Shane Spradling, MBA Shane Spradling, MBA's Balance Sheet Solutions, LLC Experience May 2013 - Present
Job Sr. Interest Rate Risk Analyst
Industry Financial Services
Experience
Balance Sheet Solutions, LLC May 2013 - Present
Landmark Bank September 2012 - May 2013
Landmark Bank March 2012 - September 2012
Landmark Bank October 2006 - March 2012
Landmark Bank March 2005 - October 2006
Skills
Excel, Accounting, Data Analysis, Financial Analysis, Financial Modeling, Word, Research, Strategic Planning, Decision Making, Strategic Thinking, Team Leadership, Interest Rate Risk..., Budgeting, Funds Transfer Pricing, Banking, Variance Analysis, Ad Hoc Reporting, Backtesting, Databases, Franchising, Franchise Business Plan, ALM, Risk Management, Customer Service, Financial Risk, Finance, Credit Analysis, Management, Analysis, Team Building, Mortgage Lending, Investments, Loans, Portfolio Management
Education
Stephens College 2009 — 2010
MBA, Business
Columbia College 1997 — 2007
BSBA, Accounting, Financial Services
Balance Sheet Solutions, LLC May 2013 - Present
Landmark Bank September 2012 - May 2013
Landmark Bank March 2012 - September 2012
Landmark Bank October 2006 - March 2012
Landmark Bank March 2005 - October 2006
Skills
Excel, Accounting, Data Analysis, Financial Analysis, Financial Modeling, Word, Research, Strategic Planning, Decision Making, Strategic Thinking, Team Leadership, Interest Rate Risk..., Budgeting, Funds Transfer Pricing, Banking, Variance Analysis, Ad Hoc Reporting, Backtesting, Databases, Franchising, Franchise Business Plan, ALM, Risk Management, Customer Service, Financial Risk, Finance, Credit Analysis, Management, Analysis, Team Building, Mortgage Lending, Investments, Loans, Portfolio Management
Education
Stephens College 2009 — 2010
MBA, Business
Columbia College 1997 — 2007
BSBA, Accounting, Financial Services
Vince Herman Vince Herman's Balance Sheet Solutions, LLC Experience 2011 - July 2012
Job Executive Director, Financial Products at Balance Sheet Solutions, LLC
Industry Financial Services
Experience
Balance Sheet Solutions, LLC 2011 - July 2012
WesCorp July 2005 - May 2011
Bank One September 1997 - March 2004
NationsBank CRT May 1996 - September 1997
Lehman Brothers September 1990 - April 1996
Bankers Trust June 1987 - September 1990
Education
Pennsylvania State University 1983 — 1987
BS, Finance, with concentrations in Economics, Marketing
Balance Sheet Solutions, LLC 2011 - July 2012
WesCorp July 2005 - May 2011
Bank One September 1997 - March 2004
NationsBank CRT May 1996 - September 1997
Lehman Brothers September 1990 - April 1996
Bankers Trust June 1987 - September 1990
Education
Pennsylvania State University 1983 — 1987
BS, Finance, with concentrations in Economics, Marketing
Thomas G. Moore CFA's Balance Sheet Solutions, LLC Experience 2003 - 2009
Job Executive Vice President
Industry Banking
Experience
Baxter Credit Union (BCU) 2015 - Present
Baxter Credit Union 2009 - 2015
Balance Sheet Solutions, LLC 2003 - 2009
Mid-States/Members United FCU 2003 - 2009
Alliant Credit Union 1986 - 2003
Northern Trust Company 1983 - 1986
Skills
Strategic Planning, Mergers, Financial Management, Banking, Financial Reporting, Business Planning, Investments, Business Strategy, Product Development, Financial Analysis, New Business Development, Marketing Strategy, Cash Management, Customer Relations, Executive Management, Mentoring, Forecasting, Policy, Portfolio Management, Team Leadership, Asset Management, ALM, Planning, Product Management, Credit Unions, Accounting, Mergers & Acquisitions, Credit, Financial Services, Internal Audit, Loans, Managerial Finance
Education
Indiana University - Kelley School of Business
Bachelor of Science, Finance
Baxter Credit Union (BCU) 2015 - Present
Baxter Credit Union 2009 - 2015
Balance Sheet Solutions, LLC 2003 - 2009
Mid-States/Members United FCU 2003 - 2009
Alliant Credit Union 1986 - 2003
Northern Trust Company 1983 - 1986
Skills
Strategic Planning, Mergers, Financial Management, Banking, Financial Reporting, Business Planning, Investments, Business Strategy, Product Development, Financial Analysis, New Business Development, Marketing Strategy, Cash Management, Customer Relations, Executive Management, Mentoring, Forecasting, Policy, Portfolio Management, Team Leadership, Asset Management, ALM, Planning, Product Management, Credit Unions, Accounting, Mergers & Acquisitions, Credit, Financial Services, Internal Audit, Loans, Managerial Finance
Education
Indiana University - Kelley School of Business
Bachelor of Science, Finance
Dan Frilot Dan Frilot's Balance Sheet Solutions, LLC Experience January 2013 - Present
Job SVP, ALM Risk Management at Balance Sheet Solutions, LLC
Industry Financial Services
Experience
Balance Sheet Solutions, LLC January 2013 - Present
Balance Sheet Solutions, LLC January 2011 - December 2012
WesCorp 2007 - 2011
WesCorp 2002 - 2007
WesCorp August 1993 - December 2001
Security Pacific Bank 1988 - 1993
Skills
ALM, Interest Rate Risk..., Banking, Credit Unions, Loans, Risk Management, Enterprise Risk..., Investments, Derivatives, Financial Analysis
Education
California State Polytechnic University-Pomona 1994 — 1998
MBA, Business Administration and Management, General
California State University-Fullerton 1984 — 1988
Business, Finance
Western CUNA Mgmt School
Zeta Class 2008
Balance Sheet Solutions, LLC January 2013 - Present
Balance Sheet Solutions, LLC January 2011 - December 2012
WesCorp 2007 - 2011
WesCorp 2002 - 2007
WesCorp August 1993 - December 2001
Security Pacific Bank 1988 - 1993
Skills
ALM, Interest Rate Risk..., Banking, Credit Unions, Loans, Risk Management, Enterprise Risk..., Investments, Derivatives, Financial Analysis
Education
California State Polytechnic University-Pomona 1994 — 1998
MBA, Business Administration and Management, General
California State University-Fullerton 1984 — 1988
Business, Finance
Western CUNA Mgmt School
Zeta Class 2008
Kristina Muller, CFA Kristina Muller, CFA's Balance Sheet Solutions, LLC Experience July 2006 - Present
Job Senior Portfolio Manager at Balance Sheet Solutions, LLC
Industry Investment Management
Experience
Balance Sheet Solutions, LLC July 2006 - Present
Member Trade Advisory Services 2004 - 2006
The Troy Savings Bank 1999 - 2004
Education
University at Albany, SUNY 1993 — 1999
MA, Economics
State University of New York at Albany 1988 — 1992
BA, Business Administration and Management, General
Balance Sheet Solutions, LLC July 2006 - Present
Member Trade Advisory Services 2004 - 2006
The Troy Savings Bank 1999 - 2004
Education
University at Albany, SUNY 1993 — 1999
MA, Economics
State University of New York at Albany 1988 — 1992
BA, Business Administration and Management, General
Mark Schieffer's Balance Sheet Solutions, LLC Experience March 2015 - Present
Job President at Balance Sheet Solutions, LLC
Industry Capital Markets
Experience
Balance Sheet Solutions, LLC March 2015 - Present
SunCorp Corporate FCU October 2004 - February 2015
ALM First Financial Advisors July 2002 - October 2004
Southwest Corporate Federal Credit Union October 1994 - July 2002
Skills
Banking, Loans, Risk Management, Credit, Mortgage Lending, Financial Analysis, Consumer Lending, Financial Services, Credit Analysis, Portfolio Management, Retail Banking, Financial Risk, Credit Risk, Executive Management, Investments, Underwriting
Education
Vanderbilt University - Owen Graduate School of Management 1990 — 1992
Master of Business Administration (MBA), Finance, General
Rockhurst University 1986 — 1990
BSBA, Finance and Economics
Balance Sheet Solutions, LLC March 2015 - Present
SunCorp Corporate FCU October 2004 - February 2015
ALM First Financial Advisors July 2002 - October 2004
Southwest Corporate Federal Credit Union October 1994 - July 2002
Skills
Banking, Loans, Risk Management, Credit, Mortgage Lending, Financial Analysis, Consumer Lending, Financial Services, Credit Analysis, Portfolio Management, Retail Banking, Financial Risk, Credit Risk, Executive Management, Investments, Underwriting
Education
Vanderbilt University - Owen Graduate School of Management 1990 — 1992
Master of Business Administration (MBA), Finance, General
Rockhurst University 1986 — 1990
BSBA, Finance and Economics
Stephen Smith, CFA's Balance Sheet Solutions, LLC Experience February 2007 - December 2010
Job Financial Markets Manager at Massachusetts Municipal Wholesale Electric Company (MMWEC)
Industry Financial Services
Experience
Massachusetts Municipal Wholesale Electric Company (MMWEC) December 2010 - Present
Balance Sheet Solutions, LLC February 2007 - December 2010
Merrill Lynch February 2006 - February 2007
RBC Capital Markets 1999 - 2006
Smith Barney 1998 - 1999
Skills
Power, Energy, Financial Markets, Derivatives, Risk Management, ALM, Fixed Income
Education
State University of New York College at Plattsburgh 1994 — 1998
Economics
Massachusetts Municipal Wholesale Electric Company (MMWEC) December 2010 - Present
Balance Sheet Solutions, LLC February 2007 - December 2010
Merrill Lynch February 2006 - February 2007
RBC Capital Markets 1999 - 2006
Smith Barney 1998 - 1999
Skills
Power, Energy, Financial Markets, Derivatives, Risk Management, ALM, Fixed Income
Education
State University of New York College at Plattsburgh 1994 — 1998
Economics
Bart Salazar, CFA's Balance Sheet Solutions, LLC Experience July 2006 - March 2008
Job Independent Financial Services Professional
Industry Financial Services
Experience
Balance Sheet Solutions, LLC July 2006 - March 2008
Member Trade Advisory Services September 2001 - July 2006
Members United Corporate FCU September 2000 - September 2001
Empire Corporate FCU 2000 - 2001
F&M Bancorporation 1991 - 2000
Education
Marquette University 1985 — 1988
MBA, Finance
Marquette University 1981 — 1985
BS, Economics and Finance
Balance Sheet Solutions, LLC July 2006 - March 2008
Member Trade Advisory Services September 2001 - July 2006
Members United Corporate FCU September 2000 - September 2001
Empire Corporate FCU 2000 - 2001
F&M Bancorporation 1991 - 2000
Education
Marquette University 1985 — 1988
MBA, Finance
Marquette University 1981 — 1985
BS, Economics and Finance
Veronica Ferrer, CPA's Balance Sheet Solutions, LLC Experience March 2015 - Present
Job Analyst at Balance Sheet Solutions, LLC
Industry Investment Management
Experience
Balance Sheet Solutions, LLC March 2015 - Present
East West Bank April 2012 - March 2015
One West Bank June 2011 - April 2012
Churchill Pacific Asset Management February 2007 - June 2011
Everatt Harris & Company November 2004 - February 2007
Trust Company of the West December 2000 - November 2004
Tanner, Mainstain, Hoffer & Peyrot CPAs January 1999 - December 2000
Allyn Moskowitz CPA January 1998 - December 1998
Skills
Bloomberg, Portfolio Management
Education
California State University-Los Angeles 1995 — 1997
BS, Accounting
Los Angeles City College 1991 — 1995
AA, Accounting
Balance Sheet Solutions, LLC March 2015 - Present
East West Bank April 2012 - March 2015
One West Bank June 2011 - April 2012
Churchill Pacific Asset Management February 2007 - June 2011
Everatt Harris & Company November 2004 - February 2007
Trust Company of the West December 2000 - November 2004
Tanner, Mainstain, Hoffer & Peyrot CPAs January 1999 - December 2000
Allyn Moskowitz CPA January 1998 - December 1998
Skills
Bloomberg, Portfolio Management
Education
California State University-Los Angeles 1995 — 1997
BS, Accounting
Los Angeles City College 1991 — 1995
AA, Accounting
Jim Toliver, CFA's Balance Sheet Solutions, LLC Experience August 2004 - Present
Job Experienced Financial Institution, Broker/Dealer and Investment Advisory Professional, Consulting and Research
Industry Investment Management
Experience
Performance Trust Capital Partners, LLC November 2012 - Present
Balance Sheet Solutions, LLC August 2004 - Present
Balance Sheet Solutions, LLC September 2004 - July 2012
Balance Sheet Solutions, LLC September 2003 - July 2012
United Ar Lines Employees Credit Union 2000 - 2003
United Ar Lines Employees Credit Union 2000 - 2003
United Ar Lines Employees Credit Union 2000 - 2003
Skills
Investments, Fixed Income, Portfolio Management, Risk Management, Loans, Financial Modeling, Banking, Financial Analysis, Derivatives, Series 7, Mergers, Securitization, ALM, Cash Management, Series 63, Structured Finance, Asset Managment, Strategic Planning, Credit, Financial Institutions, Chartered Financial..., Series 24, Financial Services, Asset Management, Hedge Funds, Bloomberg
Education
Arizona State University 1980 — 1983
BS, Finance
Bank Structure and Competition Conference
Performance Trust Capital Partners, LLC November 2012 - Present
Balance Sheet Solutions, LLC August 2004 - Present
Balance Sheet Solutions, LLC September 2004 - July 2012
Balance Sheet Solutions, LLC September 2003 - July 2012
United Ar Lines Employees Credit Union 2000 - 2003
United Ar Lines Employees Credit Union 2000 - 2003
United Ar Lines Employees Credit Union 2000 - 2003
Skills
Investments, Fixed Income, Portfolio Management, Risk Management, Loans, Financial Modeling, Banking, Financial Analysis, Derivatives, Series 7, Mergers, Securitization, ALM, Cash Management, Series 63, Structured Finance, Asset Managment, Strategic Planning, Credit, Financial Institutions, Chartered Financial..., Series 24, Financial Services, Asset Management, Hedge Funds, Bloomberg
Education
Arizona State University 1980 — 1983
BS, Finance
Bank Structure and Competition Conference
James Murynec's Balance Sheet Solutions, LLC Experience April 2011 - March 2012
Job Financial Consultant
Industry Financial Services
Experience
Balance Sheet Solutions, LLC April 2011 - March 2012
Troy Rehabilitation & Improvement Projects January 2011 - April 2011
Paladin & Company Inc September 2006 - January 2011
Skills
Public Speaking, Fixed Income, PowerPoint, Microsoft Excel, Analysis, Investments, Financial Analysis, Microsoft Word, Microsoft Office
Education
Siena College 2004 — 2006
BS, Finance
Balance Sheet Solutions, LLC April 2011 - March 2012
Troy Rehabilitation & Improvement Projects January 2011 - April 2011
Paladin & Company Inc September 2006 - January 2011
Skills
Public Speaking, Fixed Income, PowerPoint, Microsoft Excel, Analysis, Investments, Financial Analysis, Microsoft Word, Microsoft Office
Education
Siena College 2004 — 2006
BS, Finance
Tom Slefinger's Balance Sheet Solutions, LLC Experience January 2008 - Present
Job Senior Vice President, Director of Institutional Fixed Income Sales
Industry Capital Markets
Experience
BALANCE SHEET SOLUTIONS LLC January 2008 - Present
OPTIMO ASSET MANAGEMENT LLC January 2005 - February 2006
BETZOLD RESEARCH AND TRADING INC July 2003 - July 2005
VAN KAMPEN INVESTMENT ADVISORY July 1989 - July 2001
VAN KAMPEN INVESTMENT ADVISORY January 1996 - January 2001
VAN KAMPEN INVESTMENT ADVISORY January 1989 - January 2001
VAN KAMPEN INVESTMENT ADVISORY January 1989 - January 1996
VAN KAMPEN INVESTMENT ADVISORY January 1990 - January 1993
MIDWEST INVESTMENT MANAGEMENT CO January 1987 - January 1989
HARRIS BANK & TRUST CO January 1985 - January 1987
Skills
Portfolio Management, Fixed Income, Investments, Asset Management, Hedge Funds, Equities, Mutual Funds, Asset Allocation, Securities, Risk Management, Investment Management, Investment Banking, Finance, Financial Services, Investment Advisory, Funding, Strategy, Pension Funds, Bonds, Asset Managment, Management, Trading, Institutional..., Retirement, Leadership, Series 7, Financial Markets, Financial Analysis, Alternative Investments
Education
University of Maine
B.S, Business Administration (finance and accounting)
BALANCE SHEET SOLUTIONS LLC January 2008 - Present
OPTIMO ASSET MANAGEMENT LLC January 2005 - February 2006
BETZOLD RESEARCH AND TRADING INC July 2003 - July 2005
VAN KAMPEN INVESTMENT ADVISORY July 1989 - July 2001
VAN KAMPEN INVESTMENT ADVISORY January 1996 - January 2001
VAN KAMPEN INVESTMENT ADVISORY January 1989 - January 2001
VAN KAMPEN INVESTMENT ADVISORY January 1989 - January 1996
VAN KAMPEN INVESTMENT ADVISORY January 1990 - January 1993
MIDWEST INVESTMENT MANAGEMENT CO January 1987 - January 1989
HARRIS BANK & TRUST CO January 1985 - January 1987
Skills
Portfolio Management, Fixed Income, Investments, Asset Management, Hedge Funds, Equities, Mutual Funds, Asset Allocation, Securities, Risk Management, Investment Management, Investment Banking, Finance, Financial Services, Investment Advisory, Funding, Strategy, Pension Funds, Bonds, Asset Managment, Management, Trading, Institutional..., Retirement, Leadership, Series 7, Financial Markets, Financial Analysis, Alternative Investments
Education
University of Maine
B.S, Business Administration (finance and accounting)
John J. Almeida, CFA's Balance Sheet Solutions, LLC Experience January 2004 - Present
Job Institutional Fixed Income Sales Representative
Industry Investment Management
Experience
Balance Sheet Solutions, LLC January 2004 - Present
Skills
Portfolio Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA, Finance, Marketing
University of Vermont 1990 — 1994
BA, Russian & Eastern European Studies
Balance Sheet Solutions, LLC January 2004 - Present
Skills
Portfolio Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA, Finance, Marketing
University of Vermont 1990 — 1994
BA, Russian & Eastern European Studies